Despite the ASX not going anywhere over the past two years, it's been an incredibly volatile time for investors. We've never been more focused on the macro - whether it be the Reserve Bank's aggressive hiking cycle, worsening geopolitical tensions, sticky inflation, or the risk of a global recession.
So, to help you rest easy at night, Livewire reached out to TMS Capital's Ben Clark so that investors can take a longer-term view.
In this episode of The Pitch, Clark shares four factors that he believes are important when it comes to investing over the long term - including rock-solid balance sheets, industries with structural tailwinds, impressive undisruptable moats, and management teams that are aligned with long-term shareholders.
He also outlines the top three businesses on the ASX in each of these categories, as well as one holy grail stock that possesses all these attributes and more.
You can read a transcript here:
www.livewiremarkets.com/wires...
24 июл 2024
